Good morning everyone!
In another attempt to correct my reporting challenges with On Account funds, I have attempted to change the source codes on some orders by going into the order tab on the patrons record and changing the code there. I can see that we changed 119 orders yesterday, but that is not reflected in the reporting. Any thoughts??
Thanks,
Lesley
I would like to point out that the Source Codes are tacked for both an ORDER and by LINEITEM. My guess is that the report you are using is looking at the Source Code by lineitem (not order). Open an order that you changed and I bet the Source Code for the lineitem(s) is/are still the original version.
That is an excellent thought, and you are correct. However, even after updating the source number on the line item, the reporting still shows $0.00.
Hi Lesley,
Sources also get recorded at the transaction level (T_TRANSACTION). Updating the source at the order level does not update the source recorded at the transaction level. If your report is looking there, then it will not reflect the changed order level (T_ORDER) source. There is not a front end way to update the source on entries in T_TRANSACTION.
Hi Kevin,
Thanks for your input, I was afraid that was the answer...
Kevin,
I work with Lesley as the DBA at SLSO. I just ran this query for the source code in question and got no results.
select * from T_TRANSACTION where source_no = 50511
Are you saying that when she changed the source code in the client, the source code was NOT changed in T_TRANSACTION? If so, it would make sense that I got no results.
Do you you think it is safe for me to run an update query by order_no to change the source_no for these orders on the back end, or will that have unintended consequences?
Ashley Elliott
Database Administrator
St. Louis Symphony Orchestra
314-286-4198
ashleye@slso.org
Hi Ashley,
Yes, that's correct. T_TRANSACTION does not get updated when you change the source on an order. The intention behind source reporting in T_TRANSACTION is for tracking the use of different sources when multiple transactions are processed in an order (or contribution) over time. Generally this would be for recording different sources with each payment of a payment plan. This is why if you load an order in the ticket order processing screen and change the source, it doesn't update the source in T_ORDER, it just uses that change for any transactions processed after the change. Correcting the order level source has to happen from the Orders tab of the constituent record (which is what Lesley did). Most standard reports look at the order level (or contribution level) source, though there is at least one that lets you choose whether to look at T_ORDER/T_CONTRIBUTION or T_TRANSACTION. In this case it seems Lesley is working with a custom report that looks at T_TRANSACTION.
Before making the update on the back end, open a help ticket to check with the support staff. It's probably ok, but those kind of changes are out of my area of expertise, so I think it's best to double-check with the experts in that area first.
-Kevin
Thanks Kevin! You're right - I had no idea that I was looking at a custom report. Do you know which standard report lets you choose where to look?
Revenue by Source and Appeal
I'll also add that in Tessitura Analytics, the Finance cube looks at the transaction level source and the Seats and Tickets cube looks at the order or line item source.
Hmm, that report did not return any results either. I have been spending time in Analytics, and will see if I can make any progress there! Thanks, as always, for your wisdom!
Thank you!